Market Overview
Indices, sectors, and macro at a glance — see what's moving the market before you dig in.
Coming soon · 2026
The research terminal built for established advisors.
Built for advisors and wealth managers who have to defend every position. Optifine.ai scores every stock and fund on three dimensions — Fundamental, Momentum, and Quantitative — so you can screen, compare, and justify an allocation in minutes, with the underlying numbers always one click away.
What it does
Everything you need to research a stock, in one place.
The tools that used to live behind expensive professional terminals — screening, scores, and analytics — rebuilt for the established advisor.
Scores
A transparent score for every stock and fund, across three lenses: fundamentals, momentum, and quantitative.
Stock Screener
Slice the whole market by valuation, growth, momentum, and factor exposure to find your next idea.
Matrix Tool
Pit every asset in a basket against every other one to see which names have actually been outperforming their peers, and over what horizon.
Watchlists & Portfolios
Track holdings, live P&L, and portfolio risk — beta, exposure, and returns — in views you control.
AI Assistant
Ask in plain English. Every figure is pulled from real data and computation — the AI narrates, it doesn't guess.
The difference
An AI analyst you can actually trust with a number.
Most AI tools happily invent a P/E ratio. Ours can't. Every figure the assistant shows is computed from stored market data — the language model only explains what the numbers mean. No hallucinated metrics, ever.
How it works
From ticker to thesis in three steps.
01
Screen
Start from the whole market and narrow to the handful of names that fit your criteria.
02
Research
Open any stock page for analytics, scores, and a plain-English read from the AI analyst.
03
Track
Add it to a watchlist or portfolio and follow performance, risk, and daily changes over time.
About
Why we're building Optifine.ai.
Advisors shouldn't need a five-figure terminal to defend a recommendation. We're building a fast, modern research workspace for financial advisors and wealth management teams — one that scores every stock and fund with the rigor a fiduciary needs, and shows the work behind it clearly enough to put in front of a client.
The whole product is built on one principle: the numbers come first. Data is ingested, stored, and computed; AI is only ever the narrator. That's what makes the research trustworthy — and what makes Optifine.ai different.
Launching 2026